Cloudsquare

No phone app

5.4No. 24 of 28
in Financial Services CRM Software

Recognised40% of the score14
Phone app26% of the score0
Documented20% of the score72
Free plan14% of the score30

Free plan: No
Paid plans from: $75/mo
Runs on: api, Web

Summary

Cloudsquare is ranked #24 of 28 in financial services CRM software on Samsung Mobile US Press. It runs on API, Web. Paid plans start at $75/mo.

Cloudsquare plans and pricing

All plans

Cloudsquare Broker $75/mo per user per month starts at $75 per user per month cloudsquare.io · 4 Oct 2026

Compared on financial services CRM software

Paid from: $75/user/mocloudsquare.io
Compliance workflows: Yescloudsquare.io
Opportunity management: Yescloudsquare.io
Client portal: Yescloudsquare.io
Audit trail: Yescloudsquare.io
Deployment: cloudcloudsquare.io

Facts

Purpose: Cloudsquare is a Salesforce-native AI lending platform for brokers and lenders that manages operations from application through final payment.cloudsquare.io · 4 Oct 2026
Broker tools: Broker features include sales and CRM, deal scrubbing and diligence, lender submissions, offer comparison, commission reconciliation, and renewals.cloudsquare.io · 4 Oct 2026
Lender integrations: The platform says it has 30 prebuilt lender connections that send submissions by API and return offers, stipulations, and decisions to the deal.cloudsquare.io · 4 Oct 2026
AI features: Cloudsquare AI includes application capture, cash flow intelligence, file identification, and a lender decision inbox.cloudsquare.io · 4 Oct 2026
Identity checks: Business Verify checks U.S. businesses against live Secretary of State and IRS data, and the site also lists KYB scoring and principal screening.cloudsquare.io · 4 Oct 2026
Diligence: The platform says it can search UCC liens across all 50 states and file and monitor them on the deal record.cloudsquare.io · 4 Oct 2026
Portals: Cloudsquare lists customer, ISO, and syndicator portals; its customer portal supports document uploads and payment tracking.cloudsquare.io · 4 Oct 2026
Industries: The site lists out-of-the-box workflows for revenue-based financing, equipment, business loans, reverse consolidation, and HELOC.cloudsquare.io · 4 Oct 2026
Integrations: Cloudsquare is built natively on Salesforce and says AppExchange apps for e-signature, telephony, and analytics can be installed.cloudsquare.io · 4 Oct 2026
Security: Cloudsquare's About page says its platform has SOC 2 and ISO 27001 compliance, full encryption, uptime guarantees, and customizable access controls.cloudsquare.io · 4 Oct 2026
Support: The company says every customer gets an included Cloudsquare Advisor who can help with configuration questions, training, and platform reviews.cloudsquare.io · 4 Oct 2026
Who it serves: Cloudsquare describes its platform as built for lending organizations, including brokers, lenders, brokerages, and ISOs.cloudsquare.io · 4 Oct 2026
Company history: A Cloudsquare press release says the company was founded in 2018 as a Salesforce consulting firm.cloudsquare.io · 4 Oct 2026